Souders Financial Advisors’s Jacobs Solutions J Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-5,808
| Closed | -$671K | – | 179 |
|
|
2024
Q2 | $671K | Buy |
5,808
+67
| +1% | +$7.74K | 0.1% | 113 |
|
|
2024
Q1 | $730K | Buy |
5,741
+481
| +9% | +$61.2K | 0.12% | 110 |
|
|
2023
Q4 | $565K | Buy |
5,260
+116
| +2% | +$12.5K | 0.1% | 111 |
|
|
2023
Q3 | $581K | Sell |
5,144
-98
| -2% | -$11.1K | 0.11% | 113 |
|
|
2023
Q2 | $516K | Buy |
5,242
+637
| +14% | +$62.7K | 0.1% | 116 |
|
|
2023
Q1 | $448K | Sell |
4,605
-16
| -0.3% | -$1.56K | 0.1% | 117 |
|
|
2022
Q4 | $459K | Sell |
4,621
-5
| -0.1% | -$497 | 0.1% | 117 |
|
|
2022
Q3 | $415K | Buy |
4,626
+224
| +5% | +$20.1K | 0.11% | 117 |
|
|
2022
Q2 | $463K | Buy |
+4,402
| New | +$463K | 0.13% | 105 |
|